Articles tagged "Frank Quattrone"
Wealthfront turns to Frank Quattrone to spur sale after RBC and SPAC deals fall through, say RIABiz sources, but reported $1.5 billion price may be bridge too far
Though buyers are interested in the Palo Alto, Calif. -headquartered robo, they may have balked at the price, which sources say pushes the envelope even in a hot market, but banker Catalyst will further test the market.
November 17, 2021 at 2:29 AM
SS&C buys Advent for the Geneva crown jewels so what happens to Black Diamond and Advent Axys?
The Windsor, Conn. software roll-up wants blue chip asset managers, opening the door for a spinoff of RIA software
February 3, 2015 at 12:33 AM
After 'anxiety' rises, Advent Software calls off plans to seek a buyer
The gorilla provider of portfolio accounting to RIAs will go it alone after casting about for white knight
March 18, 2013 at 8:04 PM
Advent Software is for sale, with Frank Quattrone as the sales agent, reports say
The owner of Black Diamond is well along in the process of seeking someone to take it private, according to a Reuters report and anonymous RIABiz sources